Entry Level Financial Representative
The Entry Level Financial Representative at Confidential Client helps clients achieve financial security by providing personalized financial planning and insurance solutions. This role involves building long-term client relationships, developing comprehensive financial plans, and offering ongoing support, all within a supportive and growth-oriented environment backed by Northwestern Mutual. The position offers extensive training, mentorship, and flexible work arrangements to empower representatives to succeed and make a meaningful impact in their communities.
About Careertakes
👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Sales.
Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.
Role Overview
Confidential Client is seeking an Entry Level Financial Representative based in Oildale, CA. This is an entry-level, full-time, client-facing role focused on building long-term client relationships, delivering tailored financial planning and insurance solutions, and growing a local book of business. Hybrid and remote work flexibility are offered for qualified candidates, with an expectation to be in a local office or regional hub multiple days per week.
What You’ll Do
- Engage prospective clients to understand financial goals, concerns, and priorities.
- Develop personalized financial plans that may include investments, insurance, and retirement strategies.
- Recommend and implement insurance and protection strategies to safeguard clients’ income and assets.
- Provide ongoing support, periodic plan reviews, and adjustments as clients’ needs change.
- Build and maintain a network through referrals, community outreach, and professional relationships.
- Use CRM tools and firm-provided marketing resources to track prospects and measure progress.
Qualifications
- Bachelor’s degree preferred, but not required.
- Previous experience in financial services, insurance, sales, or business development is helpful but not mandatory — training is provided.
- Strong interpersonal and communication skills; comfortable presenting to individuals and small groups.
- Analytical thinking and the ability to synthesize client information into clear recommendations.
- Willingness to obtain required securities and insurance licenses (e.g., Series 6, Series 63, state insurance licenses). Training and sponsorship for licensure are available.
- Self-motivated, coachable, and committed to professional growth.
Location & Schedule
- Primary location: Oildale, CA. This listing uses Oildale, CA as the authoritative work location.
- Role supports hybrid and remote work arrangements for qualified candidates in the region. The program expects in-person attendance at a local office or hub at least three days per week for most representatives.
- Some travel within the region for client meetings and community events may be required.
Compensation & Benefits
- Estimated salary (for this posting): $99,373 per year — estimated. Actual compensation will vary based on production, experience, and licensure.
- Income potential: opportunity to earn $150,000+ in your first year (dependent on performance and production).
- Benefits and perks include:
- Stipend and potential first-year support
- Retirement plan options
- Performance-based bonuses and uncapped income potential
- Health, dental, and vision insurance
- Training & development and sponsorship for advanced certifications
- Flexible scheduling and work-life balance support
- Mentorship, marketing resources, and a dedicated planning team
- Company events and community involvement opportunities
Why Join Confidential Client
Confidential Client offers a structured support system with experienced mentors, formal training programs, and marketing tools to help you build a sustainable practice. This role is ideal for candidates who want to launch a career in financial services, develop strong client relationships, and grow into leadership or higher-producing advisor roles.
Equal Opportunity & Hiring Transparency
Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.
If you have questions about how your data is used, please contact us directly.
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